Translating Lead and Deal Stages

Lead and Deal Stages reflect the sales process that you'd like leads/deals to follow. You can translate both standard and custom stages in Unifyr Admin.

For more information about managing lead and deal stages, see Adding and Managing Custom Lead Stages and Adding and Managing Custom Deal Stages.

This process describes how to provide translation of lead/deal stages in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

1. Navigate to Partner Portal > Translations.
2. Go to the Forms & Fields tab in the left sidebar.

3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

   The list shows all languages supported in Unifyr. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

   

4. Navigate to the relevant category in the list (Lead Stage or Deal Stage).

5. Find the entry for the stage you want to translate. Each entry displays the translatable areas they contain:

   • Display Name

   Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will not re-translate entries that are already translated.

6. Enter the translation for each piece of text for the field in the boxes provided. Click Not translated in the right-hand column to expose the box.

7. Add the required translation. You can use the suggested translation if it's suitable.

   

8. Click Save to preserve the update, or Cancel to leave the box without saving.
9. Repeat to add translation for all stages you want to present in the target language.
10. All available translations for that language are automatically pushed to the partner portal. Any forms that include the translated stages will display the translated text when presented to a user who is set up in that language.